Page Comparison

One of the goals when using ConnectSx is to maintain an accurate record of your inventory data as a living, ever-changing database. This can be difficult when there are many moving pieces and, at times, inventory counts can become inaccurate. In these cases its good to do regular inventory audits or cycle counts to verify the inventory you have in the field or in your warehouse. These are the steps for processing a cycle count in ConnectSx and making sure it stays accurate with any other warehouse management system or ERP. 

Create a Cycle Count Worksheet

1. Navigate to your inventory screen in the console.

2. Apply search filters for the inventory to be counted in this batch (by lot, custody, UDI, etc.)

3. Click the “Export Inventory” button and select “Stock export of Inventory in the current search query only”

4. When notified download the export document

5. Open the export document and add a column next to “Quantity” and title it “Quantity Counted” or “Actual Count” (Whatever terminology suits your needs). This empty column will be where the new count is recorded.

First - Cycle count tips: 

...

Example: Warehouse #10291 Cycle Counts (12/19/19)

Second - Adding to your Inventory

...